Important: If QuickBooks and/or your QuickBooks data file reside on the same computer as your Point of Sale server, do not attempt to use the Remote Data Sharing--it will not work.
Remote Data Sharing (RDS) is an alternate method for exchanging information between Point of Sale and your QuickBooks financial software over your local area network. This method allows you to share data without installing QuickBooks on your Point of Sale Server Workstation.
This version of RDS is compatible with:
To use RDS to exchange information between Point of Sale and QuickBooks:
If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the QuickBooks Point of Sale Community Forum. You can also review other available support options for additional guidance.
The first thing to check when troubleshooting RDS is to make sure that the programs are installed correctly. RDS Server should be installed on the QuickBooks Financial machine, while RDS Client should be installed on the Point of Sale server. QuickBooks Financial should NOT be installed on the Point of Sale machine or RDS will not function at all. You can check for installed copies of QuickBooks from the Add/Remove Programs section of the Windows Control Panel.
In order for the RDS Client to connect to the RDS Server, the Server must be started. You can start it by clicking the Start button on the main RDS Server screen.
Once the RDS Server is started, the RDS Client can then be instructed to find the server. The client program will attempt to locate the server automatically when you click Find Server.
If the RDS Client is not able to locate the server, then there may be a firewall blocking the program. You can attempt to use a web browser to connect to the RDS Server program. Most web browsers are configured to allow access through the firewall. With a web browser open, type in the following address:
The is the name of the computer that the RDS Server program is installed on, and the is the port that the server is listening for connections on. All this information is shown on the RDS Server program when the server has successfully started.
In this example, the server name is “tucd030u229a” and the port is 7075. We would type the following: https://tucd030u229a:7075/qbXMLRemote?version
When you enter that information, it should prompt you to accept a security certificate. If you accept the certificate, it will return with the version of the RDS Server. If you get an error message or not able to locate the page, then there may be a problem with the network.
Once you have verified that the RDS Server is working and the RDS Client is able to make a connection, the next step is to check the file settings in Point of Sale. In Point of Sale, under the Edit > Preferences > Company > Financial there is a field where you specify the location of the QuickBooks data file that you want to link with. When using RDS you only want the name of the company file, not the entire path. The file name should match to what is listed on the RDS Server. Using the above example, our company file should be listed as “POS Financial 04.qbw” as that is what is shown on the RDS Server. Keep in mind that POS needs the .qbw extension, where the RDS Server does not display this. If you get an error message after typing in the file name, then there is a problem between Point of Sale and RDS Client. If you do get an error message, it will not save the company file name and will revert back to what it was originally.
If Point of Sale is unable to connect, but RDS Client has no problems, there may be a problem with the installation of RDS Client on this machine. You will want to go to the “Add/Remove Programs” and uninstall RDS Client. After uninstalling the program, go to the C:\Program Files\Common Files\Intuit\Quickbooks\ folder and delete the RDS folder. After deleting the folder, reinstall the RDS Client program and make sure that it is able to find the server, then attempt to put the QuickBooks Company file name into Point of Sale again.
If after all these steps you are unable to get Point of Sale to link with QuickBooks, please contact a Tech Dev for additional troubleshooting steps.